TCW Transform 500 ETF (BATS:VOTE) Shares Acquired by Sage Advisory Services Ltd.Co.

Sage Advisory Services Ltd.Co. lifted its stake in shares of TCW Transform 500 ETF (BATS:VOTE) by 12.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,746 shares of the company’s stock after buying an additional 1,211 shares during the period. Sage Advisory Services Ltd.Co. owned approximately 0.11% of TCW Transform 500 ETF worth $739,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Stifel Financial Corp purchased a new position in shares of TCW Transform 500 ETF during the third quarter worth $567,000. Diversified Trust Co raised its holdings in shares of TCW Transform 500 ETF by 100.2% during the fourth quarter. Diversified Trust Co now owns 9,578 shares of the company’s stock worth $659,000 after purchasing an additional 4,794 shares during the last quarter. Breakwater Investment Management raised its holdings in shares of TCW Transform 500 ETF by 3.9% during the fourth quarter. Breakwater Investment Management now owns 11,344 shares of the company’s stock worth $780,000 after purchasing an additional 423 shares during the last quarter. A&I Financial Services LLC purchased a new position in shares of TCW Transform 500 ETF during the fourth quarter worth $2,670,000. Finally, Phoenix Wealth Advisors raised its holdings in shares of TCW Transform 500 ETF by 24.2% during the fourth quarter. Phoenix Wealth Advisors now owns 62,959 shares of the company’s stock worth $4,331,000 after purchasing an additional 12,275 shares during the last quarter.

TCW Transform 500 ETF Trading Down 1.6 %

Shares of TCW Transform 500 ETF stock opened at $68.68 on Friday. The business’s 50-day simple moving average is $70.32 and its two-hundred day simple moving average is $68.56. The stock has a market capitalization of $749.99 million, a PE ratio of 27.09 and a beta of 1.01.

TCW Transform 500 ETF Profile

The Engine No. 1 Transform 500 ETF (VOTE) is an exchange-traded fund that is based on the Morningstar US Large Cap Select index. The ETF currently has 410.2m in AUM and 505 holdings. VOTE tracks a market-cap-weighted index consisting of large-cap US stocks VOTE was launched on Jun 22, 2021 and is managed by Engine No.